Bank of America

Business Analyst

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
• Maintains knowledge of operational processes and assists in training less experienced team members
• Performs quality assurance reviews, testing and training to ensure high performance accuracy of performance metrics and quality standards
• Supports inquiries and requests received from the line of business in a timely manner
• Evaluates efficiencies and identifies areas of improvement and growth to the overall process
• Ensures all assigned daily initiatives, deliverables, and events are completed timely and accurately
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
• Reviews and updates procedures as needed to ensure they are accurate and up to date
• Adhering to record retention guidelines and standards

Information Management Analyst

Financial Planning and Analysis

• Responsible for handling all aspects of territory development and client management within Southeast US focusing on Healthcare, Private Education and Not for Profits (HENFP)
• Create and execute a complex territory management plan to market "Medium Term Capital" alternatives
• Territory development, deal creation, solutions selling, negotiation and closing skills
• Develop and foster relationships with internal teams: Credit, Risk, Documentation, Legal, Pricing, Syndication and Marketing
• Compliant focus on external NFP/501c3 centers of influence (COI’s): Financial Advisors, legal counsel, accounting firms, equipment vendors, IT Lessors

Senior Leasing Sales Specialist – SE Equipment Finance

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Financial Solutions Advisor

• Highly qualified, seasoned sales professional responsible for handling all aspects of originating equipment financing transactions (lease and debt structures) to Bank of America clients and prospects
• Skilled at developing internal relationships with Relationship Managers and their teams to sell small to midsize straightforward lease and loan structures
• Possess proven client relationship skills, extensive product knowledge, a strong work and travel ethic, and strong execution and multi-tasking skills

Senior Leasing Sales Specialist – PNW Business Banking Equipment Finance

• Responsible for handling all aspects of a client relationship on large, complex transactions
• Enhance client and industry relationships, generate sales opportunities and tailor superior solutions
• Educate client and industry relationships by demonstrating an in-depth knowledge of the features, benefits and applications of available products and services designed for the aircraft market
• Demonstrate macro level knowledge of credit risk policy and internal credit ratings to determine client’s creditworthiness and strategic client relevance
• Develop and foster mutually beneficial relationships with industry contacts including aviation dealers, brokers, insurers, OEM sales staff, maintenance providers, attorneys, aircraft management companies and component suppliers
• Establish credibility so as to be viewed as a trusted business advisor within the client organization and aviation industry network

Senior Leasing Sales Specialist – Corporate Aircraft Finance

Account Manager

• Manage the end-to-end client journey to deliver on client needs
• Identify and refer specialized small business opportunities
• Deliver a branded customer experience by being in the field minimum of 80% of the time

Business Banking Relationship Manager

Consultant

• Lead, coach, and develop a high performing operational planning and analytics team
• Short term capacity planning and forecasting for contact center operations
• Analyze performance metrics including service level, AHT, productivity, and volume trends
• Translate insights into actionable recommendations for senior leadership
• Ensure consistency in KPI definitions, reporting standards, and analytics methodologies
• Develop and maintain advanced reports and dashboards using Excel, OBI, and WFM tools
• Partner cross functionally to align staffing strategies with business demand
• Drive process improvements to enhance efficiency, service performance, and resource utilization

Customer Segment Consultant

Sales Operations Manager

• Analyzes data and share trends
• Identifies opportunities proactively to deepen client relationships
• Provides coaching and support to Market leaders and producers
• Improves workforce effectiveness and productivity
• Supports focused client relationship care training

Business Banking Sales Performance Manager – Central Southwest, Houston Markets

• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement
• Delivers clear and concise messages that motivate
• Leads and encourages identification, escalation and resolution of potential risks
• Knows and develops team members through coaching and feedback
• Manages expenses and demonstrates an owner’s mindset
• Recruits, on-boards and develops talent and supports talent mobility

Market Financial Center Manager

Infrastructure Engineer

• Responsible for tool and service designs within a technical domain
• Creating infrastructure tools and their integration as a service
• Facilitating deployment of technical solutions by developing templates, playbooks and automation
• Looking for opportunities to improve efficiency when implementing and maintaining tools/services
• Embracing a culture of innovation and continuous improvement
• Leading and/or participating in the design, development, and implementation of complex system engineering activities

Infrastructure Engineer II – SAP

Operations

• Provides employees with the tools needed to assist clients while resolving toxic access scenarios (may include equipment, system access, skilling, etc.)
• Remediates complex system issues escalated by Business Support Lead II's
• Designs and maintains SharePoint, creating workflows to simplify processes
• Assists operations with performance analysis to address outliers
• Partners with technology and platform engineering to test system impacts of planned updates
• Responsibilities include but are not limited to: Entering time adjustments into IEX/MOC Pipeline/queue management, assigning cases
• Review pending actions to ensure timely resolution
• Coordinate employee engagement events
• Call listening
• Reviewing and mediating complaint submissions
• Quality defect coaching
• Onboarding new hires
• Collaborating on procedure updates, training materials, and communications
• Support implementation of operational excellence
• Review and approve account closure requests
• Handle call/case escalations
• Manage system access requests

Operations Support Lead

Threat Intelligence Specialist

• The position of Senior Threat Hunter is responsible for analyzing and correlating large data sets to uncover novel threats and attack techniques that may be present within the bank’s environments.
• Collaborating with data science, threat research, and cyber defense control teams to identify opportunities to develop analytical methods to detect advanced threat actors who utilize emerging tactics and techniques.
• Developing and documenting new and innovative threat hunt hypotheses to increase the team’s ability to find existing threats that are otherwise going unidentified or unnoticed.
• Actively sharing knowledge and mentoring more junior members of the threat hunt team.
• Working with all Cyber Defense operational and technical teams within Global Information Security (GIS) to gain insight into critical security controls and architectural specifics to develop valuable hunt strategies and analytics that identify malicious behavior accurately while maintaining a low false positive rate.
• Advising on and reviewing product assessments, policy adjustments, and architectural transformations that impact the global Corporation, and being a thought leader in the design of cutting-edge detective, preventative, and proactive controls.

Senior Threat Hunter

• Overseeing the Operations team workload and providing oversight
• Executing tasks and ensuring deadlines are met
• Identifying and resolving complex problems
• Ensuring adherence to bank and regulatory policies
• Evaluating efficiencies and implementing process improvements
• Maintaining financial controls within risk appetite

Senior Operations Team Lead

DevOps Engineer

• As a member of Linux DevOps team the person will be responsible for Deployment, Middleware and Environment Management for Lower Level test Environment.
• Keeping the environment pristine and as production like as possible.
• Work closely with Technology Infrastructure Teams, Development & Testing Teams in supporting Integrated / Independent releases, software/hardware upgrades, server upgrades, etc.
• Performs troubleshooting, analysis, research and resolution using advanced query and programming skills.
• Conducts root cause analysis for incidents and problems including single user and branch issues escalated by Advisory users
• Able to partner and build subject matter expert teams to identify cause and resolution to escalations where root cause/issue is caused by technology supported by partner teams
• Provides monitoring of the environment during release or independent change and tracks changes to the production environment
• Looks for areas of improvement in monitoring, application stability, and speed of determining root cause
• Ability to debug and troubleshoot performance and software issues
• Managing changes, defects, and projects across various testing and PROD environments
• Able to handle multiple tasks/projects and adapt to a constantly changing environment
• Ability to work independently and within a team
• Must be willing to work after hours and weekends to support release changes
• Defect triage of issues in the application testing environments
• Deployment of code and/or retrofit of production code
• Communicating to our clients and/or consulting on design of infrastructure
• Rebuilding Servers
• Working side by side with testers and developers to ensure all are working cohesively.
• System patching
• Technical documentation
• Partnership and communications with internal customers and partner teams